Credit Union Advisor III - Muskogee

Credit Union Advisor III - Muskogee

Position Summary

Responsible for building long-term relationships with Members. Consistently exhibits and communicates an exemplary first impression as the primary point of contact. Works to understand Members financial needs and address each need by making appropriate product and service recommendations. Professionally exercises extraordinary service and value by providing the highest level of member service when assisting and meeting the needs of all Members in order to leave a positive impact with each encounter.

Supports TTCU's Mission, Vision, and Core Values. All interactions and all service standards should align with these core beliefs. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act. Supervises:
None

Essential Job Functions and Responsibilities

• Assist Members and non-members with lending inquiries which may include loan applications. Loan applications include gathering information, auditing for completeness, and keeping an open line of communication related to status of loan concerns that may arise.
• Open new accounts including all deposit-related products. Ensure all required information is obtained and is complete, accurate and complies with the TTCU policies, procedures, and auditing guidelines.
• Assist Members and non-members (Members) with account inquires such as opening new accounts, account maintenance such as issuing debit cards, address changes, adding joint owners to existing accounts and OLB assistance. Complete account audits to ensure compliance with policy and procedure.
• Process member transactions demonstrating efficiency and good utilization of time to assist as many members as possible without negatively impacting the quality of the transaction. Responsible for balancing cash drawer (or dispenser/recycler) regularly to ensure accuracy. Contribute to the achievement of credit union production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing Key Insight to help determine Member needs and refer appropriate services.

Minimum Qualifications

• Educational Requirements High School Diploma or GED required. Associate degree in business, finance, or other related discipline preferred.
• Certificates/Licenses
  • Must have reliable transportation.
  • Ability to become a notary public.
  • Must successfully complete TTCU's Credit Union Advisor Training Program within 60 days of hire.
  • Must successfully complete CUNA's Certified Financial Counselor Certification (FiCEP) within 12 months of hire.
• Experience Customer service experience in banking, retail, or another related field: 1 Year Bilingual Skills in Spanish
  - Preferred

Position Competencies

• Dependability
  - Takes direction from others; adheres to regulations, policies, procedures, and legal obligations; is punctual and reliable; performs work in a safe and secure manner, prioritizing the safety and security of individuals, materials, and information.
• Delivering Results
  - Focuses on understanding and addressing customer needs; sets high standards for work quality and quantity; delivers high productivity in a focused and timely manner; structures and prioritizes work activities; shows commitment to the organization.
• Building Relationships
  - Develops relationships and builds networks; creates a positive impression and builds rapport; adapts approach to interact effectively with others; effectively manages conflict; helps others succeed.
• Communication
  - Understands spoken information; speaks clearly and understandably; presents with confidence; gauges audience reaction, interest, and understanding, and adjusts communication style or content accordingly.
• Collaboration
  - Accepts and appreciates other people; demonstrates courtesy and compassion; supports, encourages, and thanks others; consults, listens, and understands others; promotes diversity and builds morale, team cohesion, and collaboration

Additional Requirements

• Job Knowledge
  • Intermediate knowledge in the use of Internet navigation and with Microsoft Office applications
  • Ability to…